Kevin D. Chandler
GALECKI FINANCIAL MANAGEMENT
Fort Wayne, IN 46804
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CRD#: 6322491
Professional summary
Kevin Daniel Chandler, CFP®, who also goes by Kevin Chandler, is a registered financial advisor currently at GALECKI FINANCIAL MANAGEMENT INC located in Fort Wayne, Indiana.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kevin has worked at 1 firm .
Biography
Kevin is a Senior Financial Planner with Galecki Financial Management. Focusing on analyzing cash flow, risk management, estate planning and retirement projections for the firm’s financial planning clients.
Kevin joined Galecki Financial Management in 2014.
Kevin earned his bachelor’s degree from the Indiana University’s Kelley School of Business majoring in Finance and Computer Information Systems in May of 2003. Upon graduation, he joined Bank One / JPMorgan Chase in their Internal Audit department. In 2005, he joined the trust department of The Northern Trust Company in Chicago, IL where he held roles as an Assist Relationship Manager, Financial Consultant, and Division Head. Kevin managed a group of 8 professionals, as well as, assisted clients in wealth transfer techniques, cash flow analysis, tax, and partnership construction. Kevin was an Advisory Member of the Investment Oversight Committee which reviewed client’s investment portfolios.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Tax Planning
Insurance Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Estate & Generational Planning...
High Net Worth Client Needs
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Kevin Chandler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Daniel Chandler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
April 10, 2014 - Present
GALECKI FINANCIAL MANAGEMENT INC
Office #1: 7743 West Jefferson Blvd, Fort Wayne, IN 46804RIA
CRD#: 107218
Fort Wayne, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GALECKI FINANCIAL MANAGEMENT INC
GALECKI FINANCIAL MANAGEMENT INC
CRD#: 107218 / SEC#: 801-47181
RIA
Registered Investment Advisory firm - (8/1/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(4/10/2014)
Exams
Current Firm
GALECKI FINANCIAL MANAGEMENT INC
GALECKI FINANCIAL MANAGEMENT INC
CRD#: 107218 / SEC#: 801-47181
RIA
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Contact information
Main Address
7743 West Jefferson Blvd, Fort Wayne, IN 46804
Mailing Address
Phone number
(260) 436-8525
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,240 |
| AUM (Assets Under Management) | $ 767,645,040 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2025 | ||
| 02/20/2025 | ||
| 01/29/2024 | ||
| 12/22/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
